Update client details

From Protemos Wiki
Jump to: navigation, search

General information

On this page, you can update general info about the client (e.g. status, name, address, VAT number etc.) and information about client’s primary user.

Please note that this info is used in the client's invoices generated by the system.

In the ProZ.com Blue Board section, you may also update the URL address of the client record on the ProZ.com Blue Board.

ClProf update.jpg

Assignability

If you mark the "Assignable" checkbox, the client can be assigned to projects (appears in the drop-down list when creating a project).

Client Assignable.jpg